Beech Hill Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
10,760
-1,615
| -13% | -$191K | 0.57% | 62 |
|
|
2025
Q1 | $1.51M | Buy |
12,375
+150
| +1% | +$18.3K | 0.6% | 60 |
|
|
2024
Q4 | $1.32M | Sell |
12,225
-30
| -0.2% | -$3.23K | 0.49% | 60 |
|
|
2024
Q3 | $1.41M | Sell |
12,255
-1,184
| -9% | -$137K | 0.54% | 56 |
|
|
2024
Q2 | $1.35M | Sell |
13,439
-455
| -3% | -$45.6K | 0.56% | 55 |
|
|
2024
Q1 | $1.34M | Buy |
13,894
+1,440
| +12% | +$139K | 0.56% | 55 |
|
|
2023
Q4 | $1.21M | Buy |
12,454
+184
| +1% | +$17.9K | 0.58% | 53 |
|
|
2023
Q3 | $1.08M | Buy |
12,270
+475
| +4% | +$41.9K | 0.55% | 56 |
|
|
2023
Q2 | $1.06M | Buy |
11,795
+1,045
| +10% | +$93.8K | 0.51% | 55 |
|
|
2023
Q1 | $1.04M | Buy |
10,750
+1,045
| +11% | +$101K | 0.52% | 53 |
|
|
2022
Q4 | $1,000K | Buy |
9,705
+350
| +4% | +$36K | 0.56% | 53 |
|
|
2022
Q3 | $870K | Hold |
9,355
| – | – | 0.5% | 52 |
|
|
2022
Q2 | $1M | Sell |
9,355
-75
| -0.8% | -$8.04K | 0.54% | 55 |
|
|
2022
Q1 | $1.05M | Hold |
9,430
| – | – | 0.43% | 60 |
|
|
2021
Q4 | $989K | Sell |
9,430
-700
| -7% | -$73.4K | 0.38% | 62 |
|
|
2021
Q3 | $989K | Sell |
10,130
-8,985
| -47% | -$877K | 0.41% | 60 |
|
|
2021
Q2 | $1.89M | Sell |
19,115
-255
| -1% | -$25.2K | 0.77% | 49 |
|
|
2021
Q1 | $1.87M | Sell |
19,370
-605
| -3% | -$58.4K | 0.78% | 46 |
|
|
2020
Q4 | $1.83M | Sell |
19,975
-650
| -3% | -$59.5K | 0.81% | 43 |
|
|
2020
Q3 | $1.83M | Buy |
+20,625
| New | +$1.83M | 0.9% | 39 |
|
|
2014
Q1 | – | Sell |
-3,432
| Closed | -$237K | – | 136 |
|
|
2013
Q4 | $237K | Sell |
3,432
-1,000
| -23% | -$69.1K | 0.12% | 121 |
|
|
2013
Q3 | $296K | Sell |
4,432
-169
| -4% | -$11.3K | 0.16% | 101 |
|
|
2013
Q2 | $311K | Buy |
+4,601
| New | +$311K | 0.18% | 91 |
|